HOT NEW ROLE!

Ready to join a financial services firm where you are valued, supported and part of a collaborative, professional team?

This is not just another administrative role. This is an opportunity to become a key part of a respected Independent Financial Advice practice with an outstanding culture and long term stability.

You will play a crucial role in supporting Advisers and ensuring clients receive a seamless, high quality service. Your work will directly impact client experience and business efficiency.

Key responsibilities include:

• Processing online business applications accurately and efficiently
• Producing client illustrations and suitability documentation
• Updating and maintaining client portfolios
• Managing pensions and investment administration
• Liaising with providers and platforms
• Ensuring compliance standards are met at all times
• Supporting advisers with pre and post meeting preparation

Why my client?

• Supportive and inclusive culture where people stay long term
• Professional yet friendly environment
• Clear structure and strong operational processes
• Exposure to pensions, investments and wealth management
• Opportunity to develop technical knowledge and grow within financial services
• Stability and security within a well established practice

This is ideal for someone who:

• Has experience within financial services administration
• Understands pensions and investment products
• Is highly organised and detail focused
• Takes pride in delivering exceptional client service
• Wants to build a long term career within wealth management

Benefits:

• Social Events
• Medical Benefits
• Death In Service x3
• Bonuses - Discretionary
• Holiday 25 + Bank Holiday

Sounds like the perfect role? Great! Don't miss out! Give Marcel Woodcock a call as soon as possible